Correlation
The correlation between ASIA and EWJV is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
ASIA vs. EWJV
Compare and contrast key facts about Matthews Pacific Tiger Active ETF (ASIA) and iShares MSCI Japan Value ETF (EWJV).
ASIA and EWJV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ASIA is an actively managed fund by Matthews Asia. It was launched on Sep 21, 2023. EWJV is a passively managed fund by iShares that tracks the performance of the MSCI Japan Value Index. It was launched on Mar 5, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ASIA or EWJV.
Performance
ASIA vs. EWJV - Performance Comparison
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Key characteristics
ASIA:
0.29
EWJV:
0.70
ASIA:
0.48
EWJV:
1.02
ASIA:
1.06
EWJV:
1.14
ASIA:
0.21
EWJV:
0.95
ASIA:
0.52
EWJV:
3.25
ASIA:
9.55%
EWJV:
4.27%
ASIA:
21.87%
EWJV:
21.33%
ASIA:
-23.95%
EWJV:
-30.05%
ASIA:
-7.63%
EWJV:
-1.21%
Returns By Period
In the year-to-date period, ASIA achieves a 5.97% return, which is significantly lower than EWJV's 12.56% return.
ASIA
5.97%
7.45%
3.19%
6.28%
N/A
N/A
N/A
EWJV
12.56%
1.53%
14.35%
14.68%
14.62%
12.41%
N/A
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ASIA vs. EWJV - Expense Ratio Comparison
ASIA has a 0.79% expense ratio, which is higher than EWJV's 0.15% expense ratio.
Risk-Adjusted Performance
ASIA vs. EWJV — Risk-Adjusted Performance Rank
ASIA
EWJV
ASIA vs. EWJV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Pacific Tiger Active ETF (ASIA) and iShares MSCI Japan Value ETF (EWJV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
ASIA vs. EWJV - Dividend Comparison
ASIA's dividend yield for the trailing twelve months is around 0.55%, less than EWJV's 3.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
ASIA Matthews Pacific Tiger Active ETF | 0.55% | 0.58% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% |
EWJV iShares MSCI Japan Value ETF | 3.64% | 4.10% | 3.32% | 2.71% | 2.47% | 1.97% | 4.29% |
Drawdowns
ASIA vs. EWJV - Drawdown Comparison
The maximum ASIA drawdown since its inception was -23.95%, smaller than the maximum EWJV drawdown of -30.05%. Use the drawdown chart below to compare losses from any high point for ASIA and EWJV.
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Volatility
ASIA vs. EWJV - Volatility Comparison
Matthews Pacific Tiger Active ETF (ASIA) has a higher volatility of 4.45% compared to iShares MSCI Japan Value ETF (EWJV) at 4.13%. This indicates that ASIA's price experiences larger fluctuations and is considered to be riskier than EWJV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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